Retirement Plan Design

CPA Continuing Education

The CE that gives you a competitive edge in the marketplace.

To meet requirements, CPAs must maintain and improve their skills through continuing professional education courses. At Trinity we offer a one-hour Retirement Plan Design course that is indispensable to Advisors and CPAs.  

Whether you are an Advisor or CPA, you will increase your value and build stronger relationships by hosting or attending our CPA CE. Our highly credentialed staff through ASPPA focus on four main areas:

  • Owner Only Plans: Learn how these plans can significantly impact a client's tax liability by offering substantial tax deferral opportunities and maximizing retirement savings for sole proprietors and small business owners.

 

  • Advanced Plan Designs: Discover advanced retirement plan options beyond a traditional 401(k) Safe Harbor + Profit Sharing plan. This includes exploring options like Cash Balance Plans, which can provide higher contribution limits and greater tax advantages for business owners looking to save more aggressively for retirement.

 

  • Cash Balance Plans: Understand the key advantages of Cash Balance Plans beyond savings and taxes. These plans combine the high contribution limits of defined benefit plans with the flexibility and portability of defined contribution plans, making them attractive to both employers and employees.

 

  • NEW: SECURE 2.0 Act: Explore the three major tax favorable sections of the SECURE 2.0 Act that make it nearly free to administer a retirement plan. This includes provisions that increase the required minimum distribution age, expand eligibility for part-time workers, and provide tax credits for small businesses that set up retirement plans.

Trinity helps Advisors and CPAs increase their value and build stronger relationships by providing CE that makes complex pension concepts simple to understand.

In the one-hour presentation, Trinity will explore practical issues with retirement plans and provide innovative solutions that will give you a competitive edge in the marketplace.

Contact your Regional Vice President to learn more. 

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